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UnitedHealth

3,395 hedge funds and large institutions have $412B invested in UnitedHealth in 2024 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 1,514 increasing their positions, 1,330 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 152

14% more repeat investments, than reductions

Existing positions increased: 1,514 | Existing positions reduced: 1,330

13% more funds holding in top 10

Funds holding in top 10: 240270 (+30)

4% more capital invested

Capital invested by funds: $398B → $412B (+$14.1B)

3% more call options, than puts

Call options by funds: $3.96B | Put options by funds: $3.85B

0.65% more ownership

Funds ownership: 87.24%87.89% (+0.65%)

1% more funds holding

Funds holding: 3,3753,395 (+20)

Holders
3,395
Holders Change
+20
Holders Change %
+0.59%
% of All Funds
49.03%
Holding in Top 10
270
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+12.5%
% of All Funds
3.9%
New
220
Increased
1,514
Reduced
1,330
Closed
152
Calls
$3.96B
Puts
$3.85B
Net Calls
+$113M
Net Calls Change
+$604M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
3026
First Personal Financial Services
North Carolina
$270K
KCIC
3027
Kuhn & Co Investment Counsel
Illinois
$269K +$1.47K +3 +0.6%
ICM
3028
Intrepid Capital Management
Florida
$269K +$19.6K +40 +8%
FWM
3029
Focused Wealth Management
New York
$269K
RFA
3030
Rollins Financial Advisors
New York
$268K
LF
3031
LifeSteps Financial
California
$268K
BSHC
3032
Breed's Hill Capital
Massachusetts
$267K +$20.1K +41 +8%
SL
3033
Sentry LLC
Tennessee
$267K
HFRG
3034
Houlihan Financial Resource Group
Virginia
$267K
PCA
3035
Peddock Capital Advisors
Massachusetts
$267K -$61.3K -125 -19%
WP
3036
WealthPLAN Partners
Nebraska
$266K -$11.3K -23 -4%
TC
3037
Truvestments Capital
Florida
$266K +$256K +523 New
IPW
3038
Invictus Private Wealth
Colorado
$265K -$66.2K -135 -21%
FHWM
3039
Fox Hill Wealth Management
Massachusetts
$265K -$170K -346 -40%
S
3040
Sachetta
Massachusetts
$264K +$980 +2 +0.4%
PBC
3041
Pavion Blue Capital
California
$264K
NAMNJ
3042
NorthStar Asset Management (New Jersey)
New Jersey
$263K -$17.6K -36 -7%
CWA
3043
Clarity Wealth Advisors
California
$263K -$7.84K -16 -3%
FP
3044
Foundry Partners
Minnesota
$262K
RIM
3045
RW Investment Management
Idaho
$262K
NC
3046
NovaPoint Capital
Georgia
$262K
A
3047
AJOVista
Massachusetts
$262K +$21.1K +43 +9%
OWM
3048
Orgel Wealth Management
Wisconsin
$261K +$11.3K +23 +5%
SA
3049
Skyline Advisors
Washington
$260K -$17.6K -36 -7%
GWM
3050
GSB Wealth Management
Connecticut
$260K +$490 +1 +0.2%

UNH Hedge Fund Activity: Q2 2024 in Review

3,395 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in UnitedHealth (UNH) for Q2 2024, worth a combined $412B — up 3.5% from $398B a quarter earlier.

Buyers outnumbered sellers: 220 funds opened new UNH positions and 152 closed out — a net gain of 68 holders — while 1,514 added to existing stakes and 1,330 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $2.16B. The largest seller was Jennison Associates, cutting an estimated $1.7B.

  • 3,395 institutional investors held UnitedHealth (UNH) as of Q2 2024, up from 3,375 in Q1 2024.
  • Funds reported $412B of UnitedHealth stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 220 funds opened new UnitedHealth positions in Q2 2024 and 152 closed out, a net change of +68 holders.
  • The largest UnitedHealth buyer in Q2 2024 was Capital Research Global Investors, an estimated $2.16B added.
  • The largest UnitedHealth seller in Q2 2024 was Jennison Associates, an estimated $1.7B sold.

Based on aggregated 13F filings for Q2 2024.